Legacy/Estate
Transforming your estate and financial dreams into a personal lasting legacy
Altus approaches personal and estate planning with the purpose of turning your goals and dreams into a legacy that will last well into the future.
Preserve your wealth for the next generation.
We can ensure that you will leave a legacy that will make a deep impact in the generations that follow you.
Our team will work with you to
- Help clarify and define your legacy goals
- Review and analyze your assets and estate to build a plan to realize your goals
- Offer guidance and recommendations on the use of financial tools and strategies
- Provide ongoing counsel and review as your estate evolves
